Graduate Financial Planning Administrator - IFA Firm with UHNW clients - £28k - Near Reading (Berkshire) Are you a recent graduate in Maths/Economics/Finance or similar with ambitions to work in the wealth management industry? Are you looking for a new role w…

What does the role cover? New business processing - pensions, ISA, unit trusts/general investment accounts, onshore and offshore bonds, etc. Preparing client review packs, including summary valuations and performance information collating, ad hoc client querie…